Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 27, 2025 Q1 2025

Advisors Capital Management, LLC

  • MSFT
  • AAPL
  • AVGO
  • ABBV
  • NVDA
  • JPM
  • BX
Advisors Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 6.19 Billion
Stocks 506
Filing on May 27, 2025 Q1 2025

Sws Partners

  • IVV
  • SCHR
  • IJH
  • SPYD
  • SCHX
  • NTRA
  • NVDA
Sws Partners's Q1 2025 Portfolio
Portfolio Value 290 Million
Stocks 109
Filing on May 27, 2025 Q1 2025

Amussen Hunsaker Associates LLC

  • BRK-B
  • AMZN
  • AAPL
  • META
  • AXP
  • MSFT
  • GOOG
Amussen Hunsaker Associates LLC's Q1 2025 Portfolio
Portfolio Value 746 Million
Stocks 95
Filing on May 23, 2025 Q1 2025

Swan Capital LLC

  • VCLT
  • VYMI
  • VNQ
  • VIG
  • PFF
  • VTIP
  • VIGI
Swan Capital LLC's Q1 2025 Portfolio
Portfolio Value 217 Billion
Stocks 384
Filing on May 23, 2025 Q1 2025

Triune Financial Partners, LLC

  • DFAC
  • DFAX
  • DFUV
  • DFAT
  • VEU
  • IWV
  • IVV
Triune Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 315 Billion
Stocks 37
Filing on May 23, 2025 Q1 2025

Strategic Financial Services, Inc,

  • INTF
  • SMLF
  • LRGF
  • VGIT
  • GLDM
  • EMGF
  • VCSH
Strategic Financial Services, Inc,'s Q1 2025 Portfolio
Portfolio Value 1.7 Billion
Stocks 133
Filing on May 22, 2025 Q1 2025

Twin Lakes Capital Management, LLC

  • AAPL
  • GILD
  • CPRI
  • SCHW
  • CPF
  • XOM
  • FDX
Twin Lakes Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 144 Million
Stocks 223
Filing on May 22, 2025 Q1 2025

Mattson Financial Services, LLC

  • AMZN
  • MSFT
  • NVDA
  • AAPL
  • SPLG
  • GOOG
  • META
Mattson Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 333 Billion
Stocks 1176
Filing on May 22, 2025 Q1 2025

Patton Albertson Miller Group, LLC

  • NVDA
  • IVV
  • AAPL
  • ITOT
  • IYW
  • MSFT
  • CVLG
Patton Albertson Miller Group, LLC's Q1 2025 Portfolio
Portfolio Value 660 Million
Stocks 214
Filing on May 22, 2025 Q1 2025

Bos Asset Management, LLC

  • YEAR
  • TLT
  • SPY
  • IUSG
  • DFSV
  • AAPL
  • IDHQ
Bos Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 291 Billion
Stocks 164
Filing on May 22, 2025 Q1 2025

Wbi Investments, Inc.

  • WBIY
  • WBIG
  • WBIL
  • WBIF
  • QQQ
  • COM
  • F
Wbi Investments, Inc.'s Q1 2025 Portfolio
Portfolio Value 358 Million
Stocks 315
Filing on May 22, 2025 Q1 2025

Diker Management LLC

  • STE
  • AAPL
  • COMP
  • FRSH
  • SHOP
  • MSFT
  • HUBS
Diker Management LLC's Q1 2025 Portfolio
Portfolio Value 80.8 Million
Stocks 30
Filing on May 22, 2025 Q1 2025

Kilter Group LLC

  • IVV
  • QUAL
  • IVW
  • DYNF
  • IVE
  • EFV
  • IUSB
Kilter Group LLC's Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 48
Filing on May 21, 2025 Q1 2025

Chelsea Counsel CO

  • AAPL
  • MSFT
  • COST
  • VYM
  • GOOG
  • AEM
  • GOOGL
Chelsea Counsel CO's Q1 2025 Portfolio
Portfolio Value 182 Million
Stocks 200
Filing on May 21, 2025 Q1 2025

Westbourne Investments, Inc.

  • MSFT
  • GE
  • NVDA
  • AMZN
  • META
  • AAPL
  • BRK-B
Westbourne Investments, Inc.'s Q1 2025 Portfolio
Portfolio Value 166 Billion
Stocks 136
Filing on May 21, 2025 Q1 2025

Main Line Retirement Advisors, LLC

  • CGCP
  • VYMI
  • CGXU
  • CGGR
  • FYX
  • VUG
  • BND
Main Line Retirement Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 129 Million
Stocks 42
Filing on May 21, 2025 Q1 2025

Indiana Trust & Investment Management CO

  • SPY
  • NVDA
  • AAPL
  • LLY
  • AMZN
  • IWB
  • GOOGL
Indiana Trust & Investment Management CO's Q1 2025 Portfolio
Portfolio Value 270 Million
Stocks 478
Filing on May 21, 2025 Q1 2025

Mbl Wealth, LLC

  • SPY
  • BIL
  • IJH
  • GLDM
  • DIVO
  • ISTB
  • DFNM
Mbl Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 923 Million
Stocks 258